James Watkins is a registered investment advisor at Cetera Investment Advisers LLC, based in Atlanta, GA, with 26 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5901 Peachtree Dunwoody Rd, C-440, Atlanta, GA, 30328
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James operates under two DBAs: Philanthropy Financial since January 2025, and ATL Global Advisors since November 2023, both for financial services. He spends about 10-20% of his time on Philanthropy Financial and about a quarter of his time on ATL Global Advisors.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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